How to create Conversational Survey in WordPress
With the rapid pace of today’s technological age, it has now become essential for companies to adopt new methods that help them attract the attention of their customers as well as gather important information. Conversational surveys have emerged to meet this need because with such surveys, which are basically transformed into chat-like survey formats, companies can interact with their customers effectively.
To make interesting and engaging conversational surveys in WordPress, Survey Maker by AYS offers everything that is required for developing interactive surveys that can boost customer engagement, ensure higher completion rates, and help you gain valuable feedback easily.
What are conversational surveys?
Conversational surveys are forms that collect feedback from customers through short and interactive conversations. They are usually conducted via mobile messaging which helps to improve relationships with customers and increase satisfaction.
Are you interested? Then keep reading!
Conversational surveys usually exist in various messaging platforms including Facebook Messenger, Instagram messages, WhatsApp, Viber, or SMS platform like Messente. They can also be introduced as a popup on a certain web browser. The main difference is that conversational surveys are more friendly, informal, and shorter compared to regular surveys. An increasing number of research groups are rethinking the regular traditional surveys and adopting chats to capture customer insights.
Why do people need conversational surveys?
Conversational surveys can be basically referred to as chats. So why do we need chats? The answer is pretty simple. While traditional surveys may seem boring, too long, impersonal, and formal, chats are more simple, less time-consuming, conversational, and personalized. With the help of buttons, texts, AI generated images, audio, and video files chats are more fun and interactive way to keep in touch with the audience and receive feedback from them.
Conversational surveys are:
- Simple and easy to understand
- Less time-consuming for users
- More conversational and human-like
- Highly personalized based on user responses
- More engaging through interactive elements
Nowadays many people do not have enough time to check their emails regularly after the end of a working day. However, almost every person spends a lot of time checking their messages, reading and answering them, or communicating via social media and various messaging platforms. For example, according to statistical research, Generation Z is almost unreachable via email but active in messaging platforms. In this case, a crucial need arises for a more innovative solution such as chats.
In fact, there is growing popularity of mobile messaging and conducting conversational surveys is a productive solution. Nowadays, messaging platforms are the primary communication channels that connect people and brands; They enable businesses to text from computer and connect with people through it.
To better understand their effectiveness, let’s look at some statistics.
Did you know that the text message rate of the opening is 4 times higher than the email opening rate? Moreover, almost 20 billion messages are sent between businesses and potential customers on Facebook Messenger per month! Another surprising fact is that 51% of people report that different messaging platforms replaced many other means of communication.
These and a number of other facts and estimations prove the importance and effectiveness of conversational surveys. So, do not miss your chance to try it!
What makes the conversational surveys unique?
- Higher completion rate: Instead of making the audience get bored with a big number of unnecessary and overwhelming questions, use the conversational survey form and ask one question per page. This will relatively increase the completion rate. Additionally, select the most vital questions so that you do not bombard the customers with too many questions all at once. For instance, let us assume that the very first question being asked in a survey revolves around whether the customer prefers vehicles or not. In case the response received is NO, and subsequent questions continue on the same topic, the customer will feel bored and frustrated. As a result, he or she will leave the survey and consider it irrelevant. Thus, if you want to increase your completion rates try to avoid long surveys with unnecessary questions and use conversational ones which are more user-friendly.
- Shorter: Many people refuse to complete the survey if it is too long. Now, suppose you are a hardworking individual and purchase something from an online store. After your purchase is completed, you are sent a questionnaire containing around 20 questions. Most users would likely not complete it. However, if you received a short message instead of that survey you would answer it. Another example is that job seekers usually leave the job application form if it is too long. However, conversational forms will make any job application more interactive and appealing! So, always try to view from the customer’s point and understand their needs before taking any action.
- Conversational: The experience feels more like a conversation rather than a formal survey. Due to the ongoing dramatic technological growth in the world, we may notice that human interactions eventually decrease in almost all fields. Technologies do everything for people. However, sometimes people need human interaction and contact. Even though there is no human interaction in conversational surveys, they make people feel like they are in a real conversation. Besides, if you include targeted and personalized questions in your conversational surveys they will flow in the right direction which will help to make customers’ experience more real. As a result, it will increase the quality and value of the given feedback.
- A softer ask: When you write “Please complete the survey below”, most people think that it will take a long period of time. They already imagine a big questionnaire with a number of boring questions. Moreover, that sentence sounds more formal and impersonal. But saying, “Hello, can I ask you some questions?” or “Hello, shall we talk?” is more informal and lively. Moreover, it will also attract people’s attention, as it appears to be more amusing.” In the end, it may seem also surprising for customers because each of them will receive personalized and short questions. They will definitely enjoy their experience with your conversational surveys and provide the necessary information and feedback to you!
- Familiar interface: These messaging apps have features like WhatsApp chat widget that boosts engagement with a familiar, chat-style survey interface like Messenger and Viber. Nowadays, these are the most used applications and which most people feel comfortable with. With a similar interface, you will make your surveys feel like a social experience. Chatbox surveys seem more engaging and interactive
Do not forget that not only customers but also companies that use conversational surveys benefit, too. The completion rate of conversational surveys is relatively high. It will help to generate more leads. According to statistics, the completion rate of chat surveys is 40% higher than other types. As a result, you receive more valuable feedback in a short period of time which allows you to respond quickly and solve the possible issues immediately.
Using a chatbox provides a chance to have approximately more than a thousand personalized conversations exactly at the same time. Isn’t it amazing? It helps to connect with your audience without losing time and other resources. According to different estimations, in the nearest future, chatbox surveys will boost customer service interactions by 85%.
How to create conversational surveys in WordPress?
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Creation of the survey
First of all, it needs to be highlighted that a conversational survey is similar to any other survey but it differs from them because it provides one question after another during the chat. -
The choice of relevant questions
Furthermore, it is essential to ensure that the questions chosen are relevant to the target audience. -
A proper order of questions
Besides, one more aspect which cannot be ignored is arranging questions appropriately. -
The inclusion of personalization rules
Apart from it, it should be pointed out that users will receive different questions depending on the previous answers Users receive different questions based on their previous answers, including customer satisfaction survey questions. -
Taking into account the convenience of users
Furthermore, one more thing that should not be overlooked is that the questions should not be unclear to users. -
WordPress Survey Maker Plugin
Go and install the Survey Maker by AYS Plugin . -
Creating your survey using WordPress
Log into your plugin dashboard to begin creating your survey by incorporating your chosen questions and designing your survey. -
Activate chat mode
Head on to the Settings tab and activate chat mode under the “Enable chat mode” setting to enable your survey to be converted into a conversational one. -
Using the correct question types
Your survey should incorporate compatible question types such as:- Radio buttons
- Short texts
- Yes/No questions
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Testing your conversational survey
Preview your conversational survey to test for any improvements. In doing so, you can create an efficient conversational survey through your WordPress page.
We have created a demo version of a conversational survey with Survey Maker Plugin in WordPress. You can find and test it here.
By the way, did you know, that there are more than 10 question types in online forms? Each of them aims to make your survey more advanced and keep your visitors engaged. A very common thing in surveys is the Skip Logic functionality, which allows to make very personalized form and surprise the survey takers, as if it was made special for them!
Conversational Surveys vs AI Chatbots: What’s the Real Difference?
While AI chatbots have shown their effectiveness in providing answers to customer queries and initiating conversations, conversational surveys emerge as superior in collecting customer insights and feedback.
Whereas chatbots are created to have impromptu conversations, conversational surveys are made in such a way that they lead to an experience that enables companies to gather relevant information in an organized manner.
The most significant benefit of conversational surveys is their high response rates when compared to other survey formats. In contrast to the lengthy and repetitive questions posed by conventional surveys or chatbots, conversational surveys only require participants to provide a single response.
Why Conversational Surveys Perform Better
- Higher completion and response rates
- More engaging user experience
- Improved accuracy of collected data
- Structured and optimized survey flow
- Personalized questions with skip logic and branching
This method not only improves the user experience for the interviewees but also ensures that the companies get better quality and accurate information. As all the participants follow a streamlined dialogue flow, analysis of the gathered data becomes much simpler.
Personalization is another key benefit. Survey questions can be customized based on responses to previous questions through the use of skip logic and branching techniques. This ensures that survey conversations remain meaningful and interactive.
The use of popular instant messengers like WhatsApp and Messenger helps improve the procedure even further because conversations with surveys will feel natural and easy to accomplish.
| Feature | Conversational Surveys | AI Chatbots |
|---|---|---|
| Primary Purpose | Collect structured customer feedback and insights | Handle customer support and general conversations |
| User Experience | Guided, focused, and question-oriented | Open-ended and flexible interaction |
| Completion Rate | Higher completion rates due to short, step-by-step flow | Lower in feedback scenarios because conversations may become distracting |
| Data Quality | Generates organized and consistent data for analysis | Responses can be unstructured and harder to analyze |
| Personalization | Uses skip logic and adaptive questioning for relevant experiences | Personalization depends on AI capabilities and context understanding |
| Best Use Case | Surveys, feedback collection, lead qualification, market research | Customer support, FAQs, virtual assistance |
| Conversation Flow | Controlled and optimized for specific goals | Dynamic and unpredictable depending on user input |
| Ease for Users | Simple, fast, and easy to complete | May require longer interaction to reach a result |
| Analytics & Insights | Provides measurable feedback and actionable insights | Focuses more on interaction than detailed analytics |
| Lead Generation Potential | Strong for collecting qualified customer data | Better for engagement rather than structured lead capture |
| Platform Compatibility | Works perfectly on WhatsApp, Messenger, SMS, and websites | Commonly integrated into websites and messaging apps |
| Business Advantage | Improves feedback quality, engagement, and decision-making | Improves customer assistance and response speed |
| Overall Winner for Feedback Collection | Highly effective for customer insights and survey completion | Better suited for customer service automation |
To Sum up...
I hope you enjoyed reading this article and obtained new beneficial information about conversational or chatbox surveys. If you have tried creating conversational chatbox surveys please tell us about your experience in the comments section. Hopefully, this article will help you make your first moves in creating more customer-friendly and informal chat similar conversational surveys. You will definitely notice the positive outcomes of conversational surveys in a very short period of time.
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By the way, if you are interested in the WordPress Survey Maker by AYS Plugin, go and read this article
It will introduce all the features that the plugin provides and work as a guide during your experience with the Survey Maker by AYS plugin. Moreover, you can also learn about other good survey-making plugins in WordPress that we have chosen for you.
Frequently Asked Questions
What are some benefits of conversational surveys over traditional surveys?
Conversational surveys offer a highly personalized and immersive experience since they present only one question at a time in an interactive chat format. Unlike traditional surveys with long static forms, conversational surveys keep users engaged and improve survey completion rates.
What is the main factor behind high completion rates of conversational surveys?
The main reason is the distraction-free interaction. Since respondents see only one question at a time, the survey process feels simpler and less overwhelming, encouraging users to complete the entire survey.
Can a business generate leads using conversational surveys?
Yes. Conversational surveys feel more natural and less intrusive than traditional forms, which makes users more comfortable sharing their contact information and increases lead generation opportunities .
On what platforms could a conversational survey be conducted?
Conversational surveys can be conducted on websites, WhatsApp, Facebook Messenger, Instagram Direct Messages, SMS campaigns, and chatbot interfaces integrated into websites.
